+3,634.0%
PANW vs AXTI
+1,613.5%
+2,020.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -0.8% | +5.1% | -5.9% | -1.4% |
| 30D | -14.6% | -17.5% | +2.9% | -13.4% |
| 3M | +18.3% | -26.7% | +45.0% | +18.0% |
| 6M | +100.5% | +36.8% | +63.7% | +79.1% |
| YTD | +79.5% | +296.1% | -216.6% | +35.3% |
| 1Y | +66.7% | +1,810.6% | -1,743.9% | -0.5% |
| 3Y | +161.2% | +2,587.6% | -2,426.3% | +31.2% |
| 5Y | +322.2% | +601.7% | -279.5% | +149.4% |
| 10Y | +1,273.8% | +1,460.7% | -186.9% | +532.2% |
| All | +3,634.0% | +1,613.5% | +2,020.6% | +1,521.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AXTI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling